VM
Vonnell Martinez
VIM WEALTH MANAGEMENT
Coral Gables, FL 33134
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CRD#: 6137545
VM
Professional summary
Vonnell Martinez is a registered financial advisor currently at VIM WEALTH MANAGEMENT, LLC located in Coral Gables, Florida.
Vonnell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Vonnell has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)NAME: IGM REALTY INV REL: Y ADD: RESIDENTIAL NATURE: REAL ESTATE POSITION: SALES/AGENT START DATE: 4/11/2016 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 (2)NAME: VONNELL MARTINEZ INV REL: N ADD: VARIOUS LOCATIONS NATURE: JUDO AND BJJ COMPETITIONS POSITION: REFEREE START DATE: 6/4/2016 NO HRS/MO: 2 NO HRS/MO TRADING TIME: 0 (3)NAME: VONNELL MARTINEZ INV REL: Y ADD: RESIDENTIAL NATURE: IND LIFE/HEALTH, GROUP LIFE/HEALTH, LONG TERM CARE, FIXED ANNUITIES POSITION: SALES/AGENT START DATE: 12/12/2018 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 (4) NAME: VONNELL MARTINEZ INV REL: N ADD: 2332 Galiano Street, 2nd Floor Coral Gables, FL. 33134 NATURE: Public notary services POSITION: Ownership START DATE: 7/29/2019 NO. HR/MO: 3 NO. HR/MO DURING SEC TRADING: 3 (5)NAME: VIM CAPITAL GROUP INV REL: N NATURE: PROVIDE MORTGAGE REFERRALS POSITION: OWNERSHIP START DATE: 08/2023 NO. HR/MO: LESS THAN 1 NO. HR/MO DURING SEC TRADING: LESS THAN 1 (6)NAME: VIM Capital Group Europe, Sociedad Limitada (SL) INV REL: N NATURE: PROVIDE MORTGAGE REFERRALS POSITION: OWNERSHIP START DATE: 09/2023 NO. HR/MO: LESS THAN 1 NO. HR/MO DURING SEC TRADING: LESS THAN 1 (7)NAME: VIM Capital Group SPAIN INV REL: N NATURE: PROVIDE MORTGAGE REFERRALS POSITION: OWNERSHIP START DATE: 10/2023 NO. HR/MO: LESS THAN 1 NO. HR/MO DURING SEC TRADING: LESS THAN 1 (8)NAME: Featured Media, Inc. INV REL: N NATURE: PROVIDE MANAGERIAL ASSISTANCE POSITION: OWNERSHIP START DATE: 05/2011 NO. HR/MO: LESS THAN 1 NO. HR/MO DURING SEC TRADING: LESS THAN 1
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 9, 2021 - Present
VIM WEALTH MANAGEMENT, LLC
Office #1: 2332 Galiano St 2nd Floor, Coral Gables, FL, 33134RIA
CRD#: 311641
Coral Gables, FL
Past
September 2, 2015 - February 16, 2021
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Coral Gables, FL
Past
August 21, 2015 - February 16, 2021
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Coral Gables, FL
Past
November 12, 2014 - April 7, 2015
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
MIAMI, FL
Past
October 3, 2014 - April 7, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
MIAMI, FL
Past
January 7, 2013 - July 14, 2014
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
MIAMI, FL
Past
December 7, 2012 - July 14, 2014
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
MIAMI, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/1/2025)
IAR
Florida(2/9/2021)
IAR
New York(7/24/2024)
IAR
Texas(4/14/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VW
VIM WEALTH MANAGEMENT, LLC
VIM | VIM WEALTH MANAGEMENT, LLC | VIM WEALTH MANAGEMENT | VIM WEALTH | VIM GLOBAL ADVISORS, LLC | VIM GLOBAL ADVISORS | VIM GLOBAL
CRD#: 311641 / SEC#:
California
Registered Investment Advisory firm - (9/30/2025 Approved)Florida
Registered Investment Advisory firm - (2/9/2021 Approved)New York
Registered Investment Advisory firm - (7/24/2024 Approved)Texas
Registered Investment Advisory firm - (4/6/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2332 Galiano St. 2nd Floor, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 905-8950
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 278 |
| AUM (Assets Under Management) | $ 36,400,000 |
Red Flags
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Company Information
VIM WEALTH MANAGEMENT, LLC
CRD#: 311641Coral Gables, FL 33134TRUST BUT VERIFY
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